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First Trust Industrials/Producer Durables AlphaDEX Fund
FXR

Overview Fund Activity

187 hedge funds and large institutions have $1.7B invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 11 closing their positions.

Holders
187
Holders Change
+14
Holders Change %
+8.09%
% of All Funds
2.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
28
Increased
57
Reduced
61
Closed
11
Calls
–
Puts
$935K
Net Calls
-$935K
Net Calls Change
-$935K

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$52.2M
2
MWM
2
Modern Wealth Management
Kansas
$7.22M
3
LPL Financial
3
LPL Financial
California
$56.9M
4
GCWM
4
Guided Capital Wealth Management
Texas
$6.1M
5
IAA
5
Independent Advisor Alliance
North Carolina
$5.58M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$793M
2
Jane Street
2
Jane Street
New York
$210K
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$21M
5
SPWM
5
Schrum Private Wealth Management
Florida
$1.96M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$793M 10,602,142 -257,396 -2%
Wells Fargo
2
Wells Fargo
California
$154M 2,052,603 +46,723 +2%
Morgan Stanley
3
Morgan Stanley
New York
$135M 1,810,625 +18,223 +1%
Bank of America
4
Bank of America
North Carolina
$100M 1,342,097 +19,882 +2%
LPL Financial
5
LPL Financial
California
$56.9M 760,456 +95,907 +14%
Raymond James Financial
6
Raymond James Financial
Florida
$52.2M 697,674 +697,674 New
UBS Group
7
UBS Group
Switzerland
$30.8M 411,387 -997 -0.2%
ODG
8
O'Dell Group
Ohio
$23.4M 313,450 -6,801 -2%
NA
9
NewEdge Advisors
Louisiana
$21.7M 290,099 +16,559 +6%
NC
10
NewSquare Capital
Pennsylvania
$21.2M 282,879 -2,408 -0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$21M 280,533 -24,495 -8%
ASN
12
Advisory Services Network
Georgia
$19.8M 264,388 +15,185 +6%
NP
13
Nilsine Partners
Colorado
$19M 254,035 +14,738 +6%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$16.3M 218,207 -5,385 -2%
DADC
15
D.A. Davidson & Co
Montana
$14.1M 187,991 -1,264 -0.7%
BEI
16
Benjamin Edwards Inc
Missouri
$13.6M 182,079 -12,216 -6%
Truist Financial
17
Truist Financial
North Carolina
$12.9M 172,448 +8,593 +5%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$10.8M 144,602 -14,531 -9%
Stifel Financial
19
Stifel Financial
Missouri
$9.61M 128,519 +12,084 +10%
WWA
20
WCG Wealth Advisors
Nevada
$7.46M 99,732 -656 -0.7%
MWM
21
Modern Wealth Management
Kansas
$7.22M 96,570 +96,570 New
VCM
22
Virtue Capital Management
Tennessee
$6.58M 88,022 +181 +0.2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.56M 87,749 -9,428 -10%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$6.2M 82,878 +11,974 +17%
GCWM
25
Guided Capital Wealth Management
Texas
$6.1M 81,587 +81,587 New
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